Jeffrey Small, a financial advisor who wears many hats—including those of a number-one best-selling author on Amazon, cohost of The Income Generation show, president of Arbor Financial Melbourne, and radio show host—was recently announced as a new Retirement Income Store Brand Ambassador as well. As a Retirement Income Store Brand Ambassador, Small, who heads Arbor… Read more »
Posts Categorized: Financial Services
How To Not Keep All Your Eggs In One Basket: Experts In myStockOptions Webinar Explain Ways To Manage Risk Of Concentrated Stock Holdings
One of the biggest challenges financial advisors face with clients who have employee stock compensation is getting across to them the risks of having too much net worth in their company’s stock. The client may be very loyal to their company’s stock and/or have unrealistic expectations about its future performance. Advisors must persuasively explain overconcentration… Read more »
Newmarket’s Tax Partners wins the 2021 ThreeBestRated® award for one of the Top Rated Tax services
Tax Partners has won the 2021 ThreeBestRated® award for one of the Top Rated Tax services in Newmarket. This marks their fifth time winning this award. Tax Partners has been the recipient of the ThreeBestRated® award since 2016. About Tax Partners: Tax Partners is a tax preparation firm of business, providing personalized services to individuals… Read more »
Homeowners Facing Largest Property Tax Increases in Four Years Claims CCM Finance
Several state and local government departments have been facing severe cash flow constraints as a result of the pandemic and this has caused them to pass the financial stress on to property owners by means of higher property taxes. A report that was recently released noted that homeowners could expect property tax rate increases of… Read more »
Venus Michael Account-Ability in Austin, TX Offers Industry-Leading Accounting and Bookkeeping Services for SMBs
Venus Michael is an accredited, experienced financial expert. She is skilled and proficient in modern accounting styles. Venus maintains accurate records for all of her clients with precision and attention to detail. With over twenty years of experience in bookkeeping, she is dedicated to helping you develop your business by working with you to form… Read more »
